Practice

One of the new hires had been with the wirehouse since starting his career there 22 years ago.

CEO Jim Gold anticipates an uptick in advisor moves in coming months.

The deals come as millions of baby boomers enter retirement.

The advisors had been with their former employer for 11 years.

Evidence suggests some minority-owned businesses can’t access loans, and the Trump administration is under pressure to report borrower demographics. The issue is gaining attention against the backdrop of protests over the George Floyd killing.

Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.

Major donor-advised fund providers said they’re using webinars, podcasts, social media and emails to nudge clients to give.

Mobile banking use has swelled since the pandemic hit, and law enforcement officials expect hackers to target the credentials of digital novices. The FBI stressed the importance of two-factor authentication and ensuring consumers know how to spot fake apps that carry malware.

The insurer-owned IBD identifies leaders in target markets as it offers independence “with a hug,” according to its head of recruiting.

The new additions include an advisor with five decades of experience in the business, plus his two sons.